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Thrive Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Thrive Wealth Management’s Portfolio JMST Stock Details JMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,257
Closed -$570K – 152
2022
Q1 		$570K Sell
11,257
-1,849
-14% -$93.9K 0.17% 70
2021
Q4 		$669K Buy
+13,106
New +$669K 0.23% 52

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Thrive Wealth Management's JMST Position: Q2 2022 in Review

Thrive Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 11,257 shares — an estimated $570K sold.

Thrive Wealth Management first reported a position in JMST in Q4 2021 and held it in 2 quarters. The position peaked at $669K in Q4 2021. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

  • Thrive Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 11,257 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $570K.
  • Thrive Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 2 quarters.
  • Thrive Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $669K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on Thrive Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.